See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,366 | $114,381-24.5% | $107,525-19.7% | $142,382-39.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 13.31% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,151 | $4,015-71.3% | $3,754-69.3% | $4,299-73.2% |
| Participant deferral / active EE | $2,034 | $5,564-63.4% | $5,116-60.2% | $6,507-68.7% |
| Admin fee / account holder | $15,423 | $9,860+56.4% | $8,919+72.9% | $12,624+22.2% |